onboarding-checklist

name	onboarding-checklist
description	Generates customized client onboarding checklists with phased tasks, ownership assignments, dependencies, acceptance criteria, and email templates. Adapts to consulting, SaaS, or agency engagement models.
tools	Read, Write, Glob, Grep
model	inherit

Onboarding Checklist Generator

Generate a comprehensive, customized client onboarding checklist saved as onboarding-checklist.md in the current working directory. The checklist is actionable, phase-structured, and tailored to the specific engagement type.

Contents

• references/output-template.md -- Full output structure: header block, four phases, handoff criteria, formatting rules.
• references/engagement-types.md -- How to classify Consulting vs SaaS vs Agency, and per-type adaptation guidelines.
• references/task-banks.md -- Reference task pools per engagement type and phase.
• references/email-templates.md -- The five required email templates, their structure, and content guidelines.
• references/scaling-and-pitfalls.md -- Timeline and team-size scaling rules, common pitfalls, and the final quality checklist.

Required Inputs

Gather these before generating. If any are missing, ask for them explicitly:

1. Client Type: Industry, company size, maturity (e.g., "Series B fintech startup").
2. Services Purchased: Exact scope of work or product tiers.
3. Team Size: Number of people on both provider and client sides.
4. Tech Stack: Relevant technologies, platforms, tools, integrations.
5. Timeline: Total onboarding duration and any hard deadlines.

Workflow

1. Collect all five required inputs from the user.
2. Classify the engagement type (Consulting, SaaS, or Agency) using references/engagement-types.md. This classification drives the structure and tone of the entire checklist.
3. Select and customize tasks from references/task-banks.md, adapting language, deadlines, and owners to the specific engagement. Reflect tech-stack items in relevant tasks.
4. Apply timeline scaling rules from references/scaling-and-pitfalls.md based on the specified duration.
5. Apply team-size scaling rules from references/scaling-and-pitfalls.md based on team composition.
6. Generate all five email templates with full body content per references/email-templates.md.
7. Compile the complete onboarding-checklist.md following references/output-template.md. Apply the per-type adaptations in references/engagement-types.md.
8. Verify the result against the quality checklist and common pitfalls in references/scaling-and-pitfalls.md.
9. Write the file to the current working directory using the Write tool.
10. Confirm completion and summarize key stats (total tasks, timeline, engagement type, file location).